Global Retirement Partners’s iShares Currency Hedged MSCI ACWI ex US ETF HAWX Stock Holding History

Global Retirement Partners’s Portfolio HAWX Stock Details HAWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-65	Closed	-$2.1K	–	3570
2024 Q2	$2.1K	Hold	65	–	–	﹤0.01%	2949
2024 Q1	$2.04K	Sell	65 -123	-65%	-$3.67K	﹤0.01%	2747
2023 Q4	$5.4K	Sell	188 -36	-16%	-$1.01K	﹤0.01%	2293
2023 Q3	$6.06K	Hold	224	–	–	﹤0.01%	2123
2023 Q2	$6.38K	Hold	224	–	–	﹤0.01%	2112
2023 Q1	$6.17K	Hold	224	–	–	﹤0.01%	2092
2022 Q4	$5.71K	Hold	224	–	–	﹤0.01%	1983
2022 Q3	$6K	Sell	224 -51	-19%	-$1.47K	﹤0.01%	1861
2022 Q2	$8K	Hold	275	–	–	﹤0.01%	1725
2022 Q1	$8K	Buy	+275	New	+$8.62K	﹤0.01%	1708

Other funds holding HAWX

Financial Advisors Andover, Massachusetts $564M AUM 12.83% 1-Year Est. Return

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wolf Group Capital Advisors Fairfax, Virginia $298M AUM 8.97% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return